Business advisory

Many business owners and entrepreneurs have an idea about what their future may hold but few have developed a plan.

If you are thinking about the next steps with your business—whether it’s a transition from one generation to the next or an outright sale to a third party—the time to start planning is now. The earlier you start to plan your transition strategy, the better the outcome will be, even if it is many years in the future.

It all begins with the right team with the right capabilities and resources.

The valuable resources and expertise of UBS

The LeDoyen Price Group home

Grow or exit your business

Valuation. We will help assess the attractiveness of your business to a third party and the readiness of your business to be sold. There is often a disconnect between perceived value and actual value—we will help compare you to a world-class business in your industry and identify the value gap.

Grow. We identify ways to mitigate risk in your business and then focus on value drivers, continually reassessing every 90 days with a set action plan and goals.

Exit. Many private business owners may not be familiar with all their exit options. At UBS, we have vast resources and a network to help explore all possible options, including those you are not currently thinking about.

Timing the exit

Macroeconomic impact. There are macro factors outside of any business owners‘ control that will impact the timing of the exit. An emphasis on maximizing value at all times will drive more predictable results. This will minimize the macro impact, depending on your sector.

The unexpected. Are you prepared to have an answer to that unsolicited offer or that unexpected contingency? By thinking about an exit now and running your business as such, you will be ready for the unexpected.

Be prepared. Exit planning is simply good business strategy.

Transaction and transition

Pre-exit planning. By going through the exit planning process, you can ensure that the business is ready and you are comfortable with the potential outcomes. Because a vast majority of business owners have almost all of their net worth tied up in their business, execution is extremely important.

Tax planning. What deal structure will provide you with more tax benefits? Identifying the right strategy in consultation with UBS's trust and estate planning specialists and coordination with your CPA or tax professional can make a significant difference in the proceeds you take home from the sale.

Boutique Investment Bank Network. When considering how and when to unlock the underlying value of your business, access to professional advice that weighs both the personal and financial impact is critical.

The CEPA Value Acceleration Process*

The Value Acceleration Process provides a framework to help business owners with business transition planning.

_{*The Value Acceleration Process and the Certified Exit Planning Advisor ("CEPA") designation are copyrights of the Exit Planning Institute. Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement. In providing wealth management services to clients, we offer both investment advisory and brokerage services which are separate and distinct and differ in materials way. For information, including the different laws and contracts that govern, visit ubs.com/workingwithus}

Download the process

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

Global leader

UBS is a world-leading wealth manager

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 11/23/2021

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